PSBMX Principal SmallCap R3 Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Small Blend

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A.I.Advisor

published Highlights

Industry description

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations. The managers seek to invest in securities of companies that they believe have improving and sustainable business fundamentals, rising investor expectations, and attractive relative valuations.

Market Cap

The average market capitalization across the Principal SmallCap R3 MF is 13.04B. The market cap for tickers in the group ranges from 1.85B to 31.01B. SMCI holds the highest valuation in this group at 31.01B. The lowest valued company is PEB at 1.85B.

Volume

The average weekly volume growth across all stocks in the Principal SmallCap R3 MF was -44%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -19%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 63

P/E Growth Rating: 42

Price Growth Rating: 48

SMR Rating: 67

Profit Risk Rating: 41

Seasonality Score: 43 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Fundamentals

Details

	1 Day
RCEYX	61.25	0.38	+0.62%
Victory RS Large Cap Alpha Y
GSPRX	33.36	0.15	+0.45%
Goldman Sachs Large Cap Equity R
VSOYX	46.32	0.15	+0.32%
Victory Sycamore Small Company Opp Y
VSFRX	24.37	0.05	+0.21%
Federated Hermes Clover Small Value R
EEMIX	9.97	-0.04	-0.40%
MFS Emerging Markets Equity Research I

PSBMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PSBMX has been closely correlated with NAESX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if PSBMX jumps, then NAESX could also see price increases.

Ticker / NAME	Correlation To PSBMX	1D Price Change %
PSBMX	100%	+0.18%
NAESX - PSBMX	98% Closely correlated	-0.02%
VSCIX - PSBMX	98% Closely correlated	-0.02%
VSMAX - PSBMX	98% Closely correlated	-0.02%
VSCPX - PSBMX	98% Closely correlated	-0.03%
DFSTX - PSBMX	97% Closely correlated	+0.02%
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